Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I think that something is wrong with Yahoo financials on MSFT, so I can't make a coherent argument without going into their 10Q, according to Yahoo MSFT generated only 1.5 B in the Dec 31st quarter (and it shows cumulative earnings coming down by $12 B in the Sep quarter, it could be reflecting spending on shares, but that is not that is typically accounted for). I don't follow that one close enough, all I wanted to say is that Barrons should have reduced the $10 B to a value per share, which is really not that great for a $27/$30 stock, unless superior growth can be demonstrated.